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Fractional cfo services

Power Up Your Growth with Expert Financial Guidance

Get a fractional CFO to boost🚀 your profits and cash flow like never before. All for one flat monthly fee.

Expert Fractional CFO Services for Small to Medium Businesses - Jolt CFO | Energizing Your Financial Strategy with Data-Driven Insights and Strategic Financial Leadership

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What's a Fractional CFO?

A CFO’s (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business.
We’ll give you one so that you can have more profit and more cash flow than last year – every year.

All for one flat fee per month.

What a CFO Will Do for You

A Scoreboard – a very clear way to understand the performance of your entire business.

An Action Plan – your CFO will give you a short list of the most important next steps that need to happen that month.

…all so that you will stay on track to have a growing, more profitable, and successful business.

Our Process

According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday. HALF!

They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on…).

However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.

If they did, these businesses would not have failed. Period.

It’s not enough to be an expert at your business. It’s not enough to have an accountant. It’s not enough to get a ‘business coach’.

What you need is someone that can do three things for you every single month.

  • Someone to track profit and cash flow.
  • Someone to analyze the strengths and weaknesses.
  • Someone to propose corrective actions

This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.

That’s why we exist.

We created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.

We’ll match you with a CFO who you’ll meet with each month.

Your CFO will guide you through what we call the One Clear Path every single month.

The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.

There are three main stages to the One Clear Path.

Your CFO will start you at the bottom left with Stage 1.

Stage 1: Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.

Stage 2: Your CFO will uncover what your vision is for your business, and, together, we’ll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.

Stage 3: Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of ‘objectives’ and ‘next steps’.

You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.

Schedule a Right-Fit Call

We may not be a right fit for you. You also may not be a right fit for us.

The only way to tell is to schedule a 20-minute ‘right fit call’.

On this call, one our CFOs will learn more about your business and determine if it’s a right fit for both of us.

If it is, we’ll tell you more about our service, the fee and you can decide if it makes sense to continue.

The next step is to schedule your Right Fit Call on the calendar below.

What our clients say...

"Great experience. Knows QuickBooks in and out, and he was very helpful working through HR/Time/Expense systems integration with me as well. Quick turn time. Highly recommend Vimal." - Nathan V.

"I was very fortunate to find Vimal to help me with my business. As a new small business owner (retail store) I had a lot of hurdles to get over and Vimal has been a delight to work with." - Matt S.

"Vimal is an awesome CPA. He is very meticulous and detailed with his work. He has a very strong sense of ethics. He is very trustworthy and reliable. His pricing is also very reasonable." - Sandy S.

Giving you Financial Power

Strategic Financial Planning and Analysis

  • Develop and execute long-term financial strategies.
  • Budgeting, forecasting, and performance analysis.

Mergers and Acquisitions (M&A) Support

  • Assist with financial due diligence, valuation, and integration.
  • Provide strategic advice throughout the M&A process.

Financial Reporting and Compliance

  • Accurate and timely financial reporting.
  • Ensure compliance with regulatory requirements.

Risk Management

  • Identify, assess, and mitigate financial risks.
  • Develop risk management strategies to protect your business.

Profitability Analysis

  • Analyze product, service, and customer profitability.
  • Implement strategies to enhance profitability across the board.

Cash Flow Management

  • Optimize cash flow to ensure liquidity and stability.
  • Implement cash flow forecasting and monitoring systems.

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Take Control of Your Financial Future with Our Fractional CFO Services

Don’t leave your business’s financial success to chance. With our Fractional CFO services, you gain a dedicated financial partner focused on your growth and success. Contact us today to learn more and get started.

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